Pirates of Finance Business Building | Macro Tourism, Real Estate, Human Capital & 'Reading' Books
Apr 28, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
How to Read 150 Books a Year
01:39 • 3min
Secret Time
04:29 • 2min
Building a Business to Never Sell
06:10 • 4min
Build to Sell vs. Build to Last Forever
09:48 • 2min
The Importance of Building to Sell
11:18 • 2min
How to Stop Hate Watching Content
13:10 • 2min
How to Pick Your Books
14:51 • 2min
The Importance of Physical Books
16:23 • 2min
The Most Hated Bear Market Rally of All Time
18:25 • 4min
How to Price CDS on the US Government
22:31 • 3min
The Most Hated Bull Market Ever
25:08 • 3min
The Narrative Cycle of the Bear Market
27:58 • 2min
The Complexity of Institutional Allocation
29:46 • 2min
The Importance of Having a View of Volatility Surface
32:00 • 3min
The Importance of Private Conversations on the Podcast
35:02 • 2min
The Importance of Discipline in the Global Macro Economy
36:51 • 2min
The Boomer's View on Lakewood Ranch
38:49 • 5min
The Importance of Renting
43:23 • 2min
The Importance of Human Capital in Investing
45:01 • 3min
The Importance of Housing
47:58 • 3min
The Benefits of Hindsight
50:33 • 2min
The Premier League's Graveyard of Over Spending
52:05 • 2min
How to Carry Leverage in Your Life
53:58 • 3min
The Second Order Impacts of a 30 Year Fixed Rate Mortgage
56:38 • 2min
Pirates of Finance
58:09 • 2min